Siebel Territory Management Guide > Running Territory Alignments >
Configuring Additional Attributes for Territory Conditions
In the preconfigured application the Attribute field for TM_Account, TM_Asset, and TM_Contact contains a short list of attributes that can be used for conditions in Territory Management. For example, the attributes available for creating TM_Account conditions are Account Status, Account Type, and Beds, and you want to create conditions on the Industry field. The following procedure outlines the modifications you need to make in Siebel Tools to add additional attributes for creating conditions. For general information about configuring workflow policy objects and columns and assignment attributes and columns, see the Siebel Assignment Manager Administration Guide. To make additional attributes available for conditions
- Add a new value to the Attribute LOV and complete the fields as follows:
|
|
|
Type |
TM_ASGN_ATTRIBUTE |
TM_ASGN_ATTRIBUTE |
Display Value |
Text string |
Industry Name |
Language Independent Code |
Text string |
INDUSTRY NAME |
Parent LIC |
TM Object Name |
TM ACCOUNT |
For general information about adding a new value to an existing list of variables, see the Applications Administration Guide.
- In the Alignment Condition business component (in Siebel Tools), create a new user property and complete the fields as follows:
|
|
|
Name |
Alignment Condition Attribute n |
Alignment Condition Attribute 4 |
Value |
"Parent LIC", "LOV LIC", "criteria name", "business object name,business component name,component field name" |
"TM ACCOUNT", "INDUSTRY NAME", "Industry Name", "Account,Account,Industry" |
- Create a new workflow policy column record and complete the fields as follows:
|
|
Name |
Industry Name |
Table Name |
S_INDUST |
Column Name |
NAME |
PickList |
PickList Industry |
Source Field |
Name |
- Add a new workflow policy component col:
- Navigate to the workflow policy object TM Account > workflow policy component Industry.
- Create a new workflow policy component col.
- Complete the fields as follows:
|
|
Workflow Column Name |
Industry Name |
Parent Name |
Industry |
Workflow Object Name |
TM Account |
- Create a new assignment attribute record and complete the fields as follows; or, if the assignment record already exists, skip to Step 6.
|
|
Bounded |
TRUE |
Data Type |
Varchar |
Name |
Industry Name |
Pick List |
PickList Industry |
Use Range |
FALSE |
- For the assignment attribute you created in Step 5, create a new assignment attribute column and complete the fields as follows:
|
|
Name |
Industry Name |
Assignment Object |
TM Account |
Workflow Policy Object |
TM Account |
Workflow Policy Component |
Industry |
Workflow Component Column |
Industry Name |
- Create a new assignment criteria record and complete the fields as follows:
|
|
Name |
Industry Name |
Display Name |
Industry Name |
Team |
FALSE |
Use Expertise |
FALSE |
- For the assignment criteria record you created in Step 7, create a new assignment criteria attribute and complete the fields as follows:
|
|
Name |
Industry Name |
Assignment Attribute |
Industry Name |
Store Column |
1 |
Display Sequence |
1 |
Display Name |
Industry Name |
- Add a field record for the new attribute to the "TOS" business components related to the condition object.
In this Industry Name example, to add the Industry field you need to create two new joins:
|
|
|
Alias |
S_ORG_INDUST |
S_INDUST |
Table |
S_ORG_INDUST |
S_INDUST |
Outer |
Y |
Y |
Destination Column (Join Specification) |
OU_ID |
ROW_ID |
Source Field (Join Specification) |
Id |
Industry Id |
And, add both the Industry and Industry Id to the TOS*Account business components:
|
|
|
Name |
Industry Id |
Industry |
Join |
S_ORG_INDUST |
S_INDUST |
Column |
INDUST_ID |
NAME |
Type |
DTYPE_TEXT |
DTYPE_TEXT |
Force Active |
Y |
Y |
The TOS*Account business components are:
- TOS Account
- TOS Target Alignment-Territory-Account
- TOS Target Alignment-Territory-Geo Zone-Account
- TOS Target Alignment-Territory-Postal Code-Account
- TOS Target Territory-Account
- TOS Target Territory-Geo Zone-Account
- TOS Target Territory-Postal Code-Account
|